Features

Three more leaders write about the financial sector’s past, present and future from their perspective as women

From the Saputos to the Westons, these charitable organizations represent a who’s who of Canada’s most successful families

If a family is lacking the needed resources, shared values or long-term goals, other options might work better

Tomorrow’s family advisors will need diverse skills to guide families and keep them together, three experts say

Number of family offices could grow by 75 per cent globally. Experts see a similar trend developing in Canada

Job seekers who enjoy structured environments might not do well, though the variety of work can be invigorating

Here’s what seven family-office advisors heard from clients – the good, the so-so and the bad news that has sparked so much concern

Some firms serve an earlier stage of wealth, but who’s to say they aren’t a family office? Or perhaps there is a better name

There are many things to consider when giving a financial gift, including the emotions that can go along with it

Four advisors weigh in, offering options for family offices with a large sum of capital to allocate   Originally published on  Canadian...

Panelists who took part in our recent discussion on women in family offices are a testament to the opportunities that are available to women in this space. That said, challenges remain. Some reports suggest that women are significantly underserved in the wealth management industry.

With women making the majority of household financial decisions, she said the industry still has work to do in addressing their needs and fostering stronger client relationships.

We decided to ask 15 Canadian wealth professionals what UHNW and HNW mean to them. The results show how much variation exists in the field, both in terms of dollar amounts and how they are calculated. (Figures are shown in Canadian dollars unless otherwise noted.)

Originally published on  Canadian Family Offices  on March 13, 2025   Article written by Diane Jermyn, Canadian Family Offices. From left...

Originally published on  Canadian Family Offices  on November 7, 2024  Article written by Sarah B. Hood, Canadian Family Offices. From...

Canadians are thus still facing the early-stage challenges of building the vision and framework that will maintain wealth into the future.

Even when a transition is unhurried, new bosses at family businesses tend to fail. How to make them thrive instead

Often working behind the scenes, they can coordinate health care at home or medical needs abroad

There are many things to consider when giving a financial gift, including the emotions that can go along with it.

Bad behaviour never pays, however tempting it may be, says Lawrence, who is a certified divorce coach, divorce financial analyst and master